Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions. The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, ensuring adherence to corporate procedures and effective communication with clients and vendors.
Responsibilities
- Manage daily client service needs for a designated book of business
- Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
- Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding
- Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals
- Obtain loss run or policy documentation directly from a carrier website as needed
- Primary recipient of daily questions or changes from the client or forwarded by the Producer/AE
- Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
- Submitting and managing changes to the carrier per the client's request
- Update the system of record to properly reflect conversations, communications and policy documentation
- Processing of monthly, quarterly or annually audits and monthly reports as received
- Handling contract reviews that are not complex in nature
- Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims
- Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing
- Responsible for request for invoice on an agency bill policy within the corporate guidelines
- Communication with the Client and Producer when there is an Aged A/R issue
- Generate the request to return funds to the client as appropriate
- Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc
- Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
- Implementation of the 'Fewer & Stronger' market consolidation initiative
- Leveraging the RSC buying power and ensuring the best terms and conditions for the client
- Active engagement in corporate initiatives as required for your role
- Assist in driving a culture of accountability and collaboration, where great performance is recognized
- Participate in New Business activity as requested
- Actively support corporate retention goals
- Follow procedures for maintaining documentation to mitigate E&O
- Participate in any corrective action that have arisen during a local compliance audit
- Engage in stretch assignments that will further develop their career development
Skills
- 2+ Years of experience in a Property & Casualty brokerage environment
- Knowledge of Property & Casualty business
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure when working through issues
- Good communication, interpersonal, and negotiation skills
- Ability to work efficiently in teams
- Hold, or willing to obtain, Insurance licenses as required by the Company
Benefits
- Hybrid 3-4 Days in Office
- Full time
Company Overview
Company H1B Sponsorship